After the strength of the rally in January, February saw markets retrench again in response to central banks’ focus on inflation.
In this latest market review, Kevin Quinn, Chief Investment Strategist, shares his view of February’s market performance and looks in more detail at the five key return drivers in the month:
- Stronger economic data.
- Inflation continues downward but with speed bumps.
- Interest rate expectations adjust.
- Global bonds go right back to the start.
- Equities in another bear market rally?
For Kevin’s latest market analysis and his outlook for the coming months, click here to read Kevin’s March monthly market review.